Private Equity Wire

SEPTEMBER 30, 2024

Private equity firm TPG is in advanced discussions to acquire a $2bn minority stake in Creative Planning, in a deal that would value the wealth management firm at over $15bn, according to a report by Reuters citing unnamed sources familiar with the matter.

High Net Worth Individuals 96

High Net Worth Individuals Stakes Private Equity Firms Private Equity Firms 96

The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Insights

FEBRUARY 9, 2024

Investors include two Asia Pacific sovereign wealth funds, pension funds, insurance companies, family offices and high net worth individuals, according to Ares, without identifying them. billion) divestment of stakes in. billion) divestment of stakes in. and Citigroup Inc. Read more Ares Raises $1.7

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Wire

AUGUST 5, 2024

Palico, a digital secondaries platform for trading smaller private capital fund stakes, has received regulatory approval from FINRA to become the first and only electronic trading system for LP-led secondary transactions. With the authorisation by FINRA, Palico is expected to attract more LPs, GPs and new investors to the secondary industry.

High Net Worth Individuals 98

High Net Worth Individuals Stakes Accounting Capital 98

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

JUNE 10, 2024

The REIT will contribute 12 existing properties worth $383 million. Healthcare Realty will receive $300 million and own a 20% stake in the joint venture. High-net-worth individuals and accredited investors currently don't have many ways to access alternative investments.

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Insights

DECEMBER 15, 2023

Fund VI also welcomed a significant number of new high-net-worth individuals to the firm. read more Blackstone, Rialto, and CPP Acquire $1.2bn Stake in Signature Bank’s CRE Debt The Federal Deposit Insurance Corp. sold a 20% equity stake in the failed Signature Bank's.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

FEBRUARY 2, 2024

Falfurrias will invest between $20 million and $50 million in each transaction, seeking control or a large minority stake in founder-owner companies. Returning LPs included pension plans, asset managers, insurance companies, endowments, foundations, family offices and high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Wire

JULY 29, 2024

Ownership stakes in other companies are also considered, with less than majority ownership deemed passive. He specializes in the taxation of securities transactions and financial services companies, in addition to offering tax compliance and consulting services for a diversity of entities and individuals.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

The Motley Fool

JANUARY 2, 2024

It has sold stakes in several operating data centers to raise cash to fund new developments and repay debt. While I'd like to add to my position in the data center REIT, I plan to wait for a better price before boosting my stake. The data center REIT is in a much better financial position these days.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

This is going to be BIG.

OCTOBER 29, 2015

If lots of money was at stake around these games, would that increase the amount of cheating that happens? By not allowing individuals to invest in startups and venture capital funds unless they're already wealthy, we're widening the gap between the rich and everyone else. That's my major concern.

High Net Worth Individuals 125

High Net Worth Individuals Legal Taxes Startups 125

The Motley Fool

JULY 11, 2023

The banks that fell catered heavily to technology/start-up investors and high-net-worth individuals, and had high levels of uninsured deposits. Bancorp had been a top 10 holding in the portfolio of Warren Buffett's conglomerate, and it had held a stake in the bank since 2006.

High Net Worth Individuals 100

High Net Worth Individuals Banks Conglomerates Asset Management 100

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

SuperAngel.Fund

DECEMBER 6, 2023

If you already have a network of high net worth individuals, fundraising should be easy — just open up an AngelList RUV and scrape together a few thousand dollars per person.

High Net Worth Individuals 40

High Net Worth Individuals Stakes Investors Companies 40

SuperAngel.Fund

DECEMBER 28, 2023

If you already have a network of high net worth individuals, fundraising should be easy — just open up an AngelList RUV and scrape together a few thousand dollars per person.

High Net Worth Individuals 40

High Net Worth Individuals Stakes Investors Companies 40

Pension Pulse

SEPTEMBER 18, 2023

Northleaf’s clients include corporate, public and multi-employer employee pension and benefit plans, endowments, foundations, government agencies, financial institutions, family offices and high net worth individuals. billion fund of funds (which funds and how much for each stake) as this is Canadians' pension assets.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Axial

OCTOBER 24, 2024

We have a network of thousands of highly qualified potential buyers, including high net worth individuals, corporate buyers, investment groups, private equity groups, and strategic buyers. We develop a confidential business review of your company specifically tailored for qualified buyers.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

MAY 4, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Our advisors are made up of accomplished and experienced entrepreneurs with over 130 years of collective experience.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

NOVEMBER 7, 2023

And I've got to mention also not just kind of table stakes features. We're also turning our attention to giving more data to customers to make more informed decisions. And you're going to start to see a lot of our work there rolling out in the coming weeks.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

Private Equity Insights

FEBRUARY 19, 2025

The team has yet to determine whether to seek a private equity buyer or a high-net-worth individual or family investor. The league has encouraged stake sales to enhance liquidity for owners and fund stadium developments or renovations. to sell a minority stake. The 49ers declined to comment.

High Net Worth Individuals 182

High Net Worth Individuals Stakes Private Equity Firms Private Equity Firms 182

Private Equity Insights

MARCH 31, 2025

The fund has attracted a strong institutional LP base that includes pension funds, endowments, sovereign wealth funds, family offices, and high-net-worth individuals. Source: Private Equity Wire If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Funds Stakes 162

Private Equity Insights

FEBRUARY 26, 2025

The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Employee and limited partner commitments also contributed to the funds oversubscribed close.

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Hedge Funds Funds 162

Private Equity Insights

FEBRUARY 11, 2025

Avendus has traditionally relied on high-net-worth individuals and family offices for capital. High-net-worth money is a broad-based tool, but institutional investors provide the scale we need, Chandra said. Larger commitments mainly came from family offices, Chandra said.

High Net Worth Individuals 130

High Net Worth Individuals Funds Bidding Stakes 130

The Motley Fool

MARCH 29, 2025

million shares of the tech giant, a stake valued at nearly $12 billion. This is an organization that aims to inspire high net worth individuals like themselves to promise to donate more than half their wealth to charitable causes. 1 position was Microsoft. The trust possessed slightly less than 28.5

Portfolios 100

Portfolios High Net Worth Individuals Stakes Shareholders 100

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. So, theyre looking for companies that they can grow and companies where they can reduce costs through economies of scale, creating efficiencies, and more.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

Private Equity Insights

MARCH 3, 2025

The investment platform, the largest non-advisory service in the UK, has already secured 25m from clients since launching in November and expects this figure to reach 100m by year-end. Source: The Times If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

High Net Worth Individuals 173

High Net Worth Individuals Funds Performance Fees Stakes 173